DCPA2230. De-Commoditizing Audit and Tax Services

Ensure the services you
provide standout from those of other firms and
adds the value clients are looking for. Learn about techniques on how to
provide additional deliverables and services to your clients with data
analytics and
strategic automation. Find opportunities to build out services, such as KPIs and ESG, while following current independence standards.
Add personalization to solidify the need for your services. Intelligence,
speed, and client personalization, while also applying independence, are key to
your clients' satisfaction.

Learning Objectives:

• Review ways to position your services to standout and properly message the value added to clients.
• Identify new services and how to deliver with intelligence, speed, and client personalization
• Apply current independence standards to services provided